Overview / Aperçu

Fidelity Canada is an equal opportunity employer. The incumbent will review and process documents in both official languages (French and English) to meet regulatory obligations and will work with a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement. The role supports Fidelity Wealth and Private Wealth clients and involves collaboration with advisory teams and internal specialists.

What You Will Do / Responsabilités Principales

• Meet with wealth advisors to discuss tax planning and related strategies for clients and prospects
• Meet with relationship managers and high-net-worth clients and prospects to discuss tax planning strategies
• Present tax plans and coordinate timely implementation with client professionals
• Provide direction and coordinate wealth strategy implementations with clients’ professional advisors
• Respond to inquiries and prepare notes on specific wealth planning...